Estate Planning Overview
a. Getting Your Affairs in Order
b. Why Planning Should Start Early
1. Life Estate
2. Protecting Assets from Medicaid
3. The Mortgage
4. Protecting Assets from the State
5. Basis of Eligibility
6. Scope of Services
7. Dying in Intestate
8. The Realities of Probate
9. Last Will and Testament
a. Changing a Will
b. Adding a No Contest Clause
c. Protecting a Will’s Integrity
d. Do You Really Need a Will?
10. Durable Power of Attorney
11. Living Will
a. How Soon Do You Need One?
b. How Do You Make One?
12. Health Care Proxy
13. Trusts
a. Revocable Trust
b. Irrevocable Trust
14. Living Trusts
a. Rules and Trustees
b. Offshore Trusts
c. Legality of Offshore Trusts
15. Financial Rules for Long-Term Care
